Save Resource Management reports

Applies to

Resource Management

Save your reports and go back to them whenever you need to. 

Reports saved to your Personal Page appear on the left sidebar. Reports saved to the Analytics Dashboard appear in the middle of the page under Saved Reports.

Reports saved with a predefined time frame will always pull data relative to today (Ex. Last Month, Next Week, Next 90 days). If you want to set a fixed time frame for the report, use the Custom Date Range (Ex. August 1, 2018 - August 31, 2018).

To save a report

  1. In the upper right corner of the report, select Save
  2. Enter a name for the report and select if you want to save the report to the Analytics Dashboard or your Personal Page.
  3. Select Save
  • To delete a report, hover over the report name and then select the delete icon.